UBS Financial Services, Inc. jobs
Client Associate – Military Veterans
MILITARY VETERANS
We're looking for a full-time client associate to work in our Pasadena, CA office for a dynamic Wealth Management team. This is an in-office position, and we are looking for a local candidate.Are you a highly motivated person with a positive outlook and eagerness to serve?
We’re looking for a Client Associate to:
• Promptly answer and respond to telephone inquiries to resolve client questions to your best ability
• Handle...
Administrative Manager – Military Veterans
MILITARY VETERANS
Do you know how to manage people? Do you have a knack for implementing service standards?We’re looking for an Administrative Manager to:
• manage branch administration, including branch facilities, and provide administrative support
• recruit, select, onboard, train and manage administrative support staff
• conduct performance reviews and make personnel decisions related to compensation and promotion
• educate all employee...
Assistant Market Operations Manager – Military Veterans
MILITARY VETERANS
Are you a confident decision maker and problem solver? Do you know how to bring out the best in people?We’re looking for an Assistant Market Operations Manager to:
• be a an operations liaison to the Market area they support
• manage operational support staff
• educate all employees on operational policies and procedures
• manage operations-related client issues
• oversee account opening and maintenance, funds receive...
Wealth Strategy Associate – Military Veterans
MILITARY VETERANS
Are you skilled at developing wealth management strategies? Does financial data excite you?We’re looking for a Wealth Strategy Associate to:
• assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
• develop customized asset allocation strategies and investment solutions for clients
• provide support for client relationship building and business developmen...
Registered Client Associate – Military Veterans
MILITARY VETERANS
Are you truly service oriented? Do you know how to take care of people?We’re looking for a Registered Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing eve...
Client Associate – Military Veterans
MILITARY VETERANS
Are you truly service oriented? Do you know how to take care of people?We’re looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and mai...
Private Equity Lending, Account Manager – Military Veterans
MILITARY VETERANS
The Private Equity Lending group provides subscription credit facilities to private equity funds as well as partner credit lines to employees of the sponsor.Primary responsibilities for this role include seeking credit approval for the booking of subscription credit facilities as well as managing them throughout their life. To this end, the candidate must have strong credit underwriting skills and be able to effectively interact with mul...
Market Administrative Officer – Military Veterans
MILITARY VETERANS
Are you a leader people look up to? Do you know brokerage operations principles and regulatory rules by heart?We’re looking for a market administrative officer to:
• lead the operations and administrative team, conducting performance reviews and making personnel decisions
• manage administration, including facilities, and oversee overall cost management
• make sure all employees complete required training and receive coaching...
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